Jefferies Financial GroupJEF
13F holders, Q2 2026 (June 30)590holders +29
82new positions
58sold out
10famous investors
$49.79avg. 13F price*
At the end of Q2 2026, 590 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 29 from Q1 2026. 82 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($834.9M), AQR Capital Management ($421.2M) and Vanguard Portfolio Management LLC ($355.3M). 10 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $99.8M |
| Exits | 58 | $136.0M |
All 13F filers, Q1 2026 → Q2 2026: 12,724,791 shares bought and 19,522,645 shares sold, net −6,797,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 590 holders
| BlackRock, Inc. | 0.01% | Reduce -4.8% | 16,705,627 | $834.9M |
| AQR Capital Management | 0.15% | Add +59.5% | 8,426,996 | $421.2M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -9.1% | 7,109,182 | $355.3M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.3% | 6,692,873 | $334.5M |
| Sumitomo Mitsui Financial Group, Inc. | 6.13% | Reduce -30.5% | 6,429,337 | $321.3M |
| State Street Corp. | 0.01% | Add +1.5% | 4,964,406 | $248.1M |
| Massachusetts Mutual Life Insurance Co. | 9.78% | No change | 4,654,362 | $232.6M |
| Two Sigma Investments, LP | 0.13% | Add +13.4% | 3,205,077 | $160.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 2,977,314 | $148.8M |
| Morgan Stanley | 0.01% | Add +3.0% | 2,898,045 | $144.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.5% | 2,866,541 | $143.3M |
| D. E. Shaw & Co. | 0.09% | Add +6.5% | 2,788,432 | $139.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -11.7% | 3,347,848 | $138.2M |
| First Pacific Advisors, LP | 1.70% | Add +4.5% | 2,704,265 | $135.2M |
| Norges Bank | 0.01% | — | 2,646,300 | $132.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.39% | Reduce -48.6% | 2,545,859 | $127.2M |
| Baron Capital (BAMCO) | 0.16% | Add +40.0% | 2,141,744 | $107.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.2% | 1,882,582 | $92.2M |
| Barclays PLC | 0.03% | Reduce -8.2% | 1,596,595 | $79.8M |
| Freestone Grove Partners LP | 0.52% | Add +21.5% | 1,591,384 | $79.5M |
| UBS Group AG | 0.01% | Add +72.1% | 1,562,599 | $78.1M |
| Northern Trust Corp. | 0.01% | Add +0.5% | 1,459,968 | $73.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 1,339,953 | $67.0M |
| Nuveen, LLC | 0.02% | Add +27.4% | 1,298,376 | $64.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.3% | 1,265,262 | $63.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 1,232,031 | $61.6M |
| Beck Mack & Oliver LLC | 1.19% | Reduce -0.1% | 1,222,167 | $61.1M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -6.1% | 1,027,771 | $51.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.2% | 1,017,239 | $50.8M |
| Bank of America Corp. | 0.00% | Add +30.5% | 1,012,791 | $50.6M |
| NewEdge Wealth, LLC | 0.50% | Reduce -1.9% | 998,413 | $49.9M |
| First Trust Advisors LP | 0.03% | Add +424.4% | 928,364 | $46.4M |
| Moerus Capital Management LLC | 20.28% | Add +17.1% | 910,370 | $45.5M |
| Balyasny Asset Management L.P. | 0.08% | Add +55.3% | 820,771 | $41.0M |
| Jane Street Group, LLC | 0.03% | Reduce -10.2% | 779,872 | $39.0M |
| Private Management Group Inc. | 0.99% | Reduce -0.4% | 752,918 | $37.6M |
| Squarepoint Ops LLC | 0.07% | Reduce -19.0% | 751,324 | $37.6M |
| Capital Fund Management S.A. | 0.25% | Add +78.4% | 688,560 | $34.4M |
| Check Capital Management Inc. | 1.94% | Add +0.8% | 685,910 | $34.3M |
| Deutsche Bank AG | 0.01% | Add +2.5% | 660,454 | $33.0M |
| Man Group plc | 0.06% | Add +5.5% | 654,306 | $32.7M |
| Nykredit A/S | 0.12% | — | 629,669 | $31.5M |
| Mraz, Amerine & Associates, Inc. | 4.43% | Add +0.5% | 617,122 | $30.8M |
| Longaeva Partners L.P. | 0.75% | New | 519,676 | $26.0M |
| Hosking Partners LLP | 0.84% | Reduce -2.3% | 503,811 | $25.2M |
| Sei Investments Co. | 0.02% | Reduce -43.0% | 491,082 | $24.5M |
| Citadel Advisors | 0.01% | Reduce -31.3% | 474,843 | $23.7M |
| GoodHaven Capital Management, LLC | 7.13% | Add +0.3% | 445,942 | $22.3M |
| Retirement Systems of Alabama | 0.07% | Reduce -7.1% | 441,226 | $22.1M |
| HRT Financial LP | 0.04% | Reduce -16.6% | 437,568 | $21.9M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $21.7M |
| Rhumbline Advisers | 0.02% | Reduce -3.2% | 417,423 | $20.9M |
| CIBC Bancorp USA Inc. | 0.03% | Add +425.1% | 413,702 | $20.7M |
| Cerity Partners LLC | 0.03% | Add +25.1% | 413,335 | $20.7M |
| Millennium Management | 0.01% | Reduce -60.0% | 406,773 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 399,309 | $20.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +59.0% | 395,780 | $19.8M |
| Quantinno Capital Management LP | 0.02% | Add +51.1% | 390,494 | $19.5M |
| Fideuram Asset Management (Ireland) dac | 0.35% | New | 377,574 | $18.6M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 371,204 | $18.6M |
| Valueworks LLC | 3.85% | Add +0.3% | 369,053 | $18.4M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 365,769 | $18.3M |
| Trexquant Investment LP | 0.11% | Add +472.5% | 358,645 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 354,024 | $17.7M |
| Mariner, LLC | 0.02% | Add +66.1% | 334,270 | $16.7M |
| Robotti Robert | 2.65% | Add +0.1% | 328,279 | $16.4M |
| Tudor Investment Corporation | 0.06% | Reduce -1.0% | 312,268 | $15.6M |
| Gradient Investments LLC | 0.21% | Add +2.5% | 308,894 | $15.4M |
| Swiss National Bank | 0.01% | Add +0.5% | 307,700 | $15.4M |
| Ieq Capital, LLC | 0.07% | Add +45.1% | 305,363 | $15.3M |
| Captrust Financial Advisors | 0.02% | Reduce -5.2% | 302,201 | $15.1M |
| Algert Global LLC | 0.16% | Add +9.7% | 275,086 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +23.3% | 271,560 | $13.6M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -30.0% | 238,730 | $11.9M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 236,891 | $11.8M |
| Amundi | 0.00% | Add +378.6% | 228,236 | $11.4M |
| State of Wisconsin Investment Board | 0.02% | Add +2.5% | 225,094 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -53.3% | 225,085 | $11.2M |
| Focus Partners Wealth | 0.01% | Add +12.5% | 218,333 | $10.9M |
| Azora Capital LP | 0.45% | New | 211,758 | $10.6M |
| First Manhattan Co. Llc. | 0.03% | Add +3.8% | 197,183 | $9.9M |
| Susquehanna Fundamental Investments, LLC | 0.18% | Add +123.2% | 196,580 | $9.8M |
| Rock Point Advisors, LLC | 2.37% | Reduce -17.4% | 194,267 | $9.7M |
| California Public Employees Retirement System | 0.01% | Reduce -28.0% | 191,830 | $9.6M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -81.5% | 189,944 | $9.5M |
| Creative Planning | 0.01% | Add +31.8% | 189,341 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +5.9% | 182,934 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.3% | 181,565 | $9.1M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 177,805 | $8.9M |
| Acadian Asset Management LLC | 0.01% | Reduce -28.3% | 169,353 | $8.5M |
| Oppenheimer & Co. Inc. | 0.09% | Add +1.7% | 164,331 | $8.2M |
| Vestor Capital, LLC | 0.51% | Add +1162.8% | 58,669 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 160,650 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -53.2% | 158,791 | $7.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.9% | 152,197 | $7.6M |
| Waterfront Wealth Inc. | 1.17% | Reduce -0.7% | 145,554 | $7.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +25.1% | 150,512 | $7.5M |
| Chou Associates Management Inc. | 3.44% | No change | 149,237 | $7.5M |
| Merrion Investment Management Co, LLC | 3.50% | Reduce -25.6% | 147,895 | $7.4M |
| ExodusPoint Capital Management, LP | 0.07% | Add +69.8% | 146,687 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +46.0% | 168,657 | $7.3M |
| BNP Paribas Financial Markets | 0.00% | Add +61.6% | 144,851 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +20.7% | 144,741 | $7.2M |
| FMR LLC | 0.00% | Reduce -83.5% | 142,141 | $7.1M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +51.1% | 140,910 | $7.0M |
| Lee Danner & Bass Inc. | 0.40% | Reduce -6.0% | 139,811 | $7.0M |
| Franklin Resources Inc. | 0.00% | Add +8.5% | 139,064 | $7.0M |
| Point72 Asset Management | 0.01% | Reduce -33.6% | 138,528 | $6.9M |
| Lafayette Investments, Inc. | 1.27% | Add +0.1% | 137,730 | $6.9M |
| 1492 Capital Management LLC | 2.02% | Add +26.8% | 136,701 | $6.8M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -53.8% | 131,288 | $6.6M |
| ACR Alpine Capital Research, LLC | 0.09% | Add +3.8% | 129,527 | $6.5M |
| LPL Financial LLC | 0.00% | Add +1.1% | 127,347 | $6.4M |
| MUFG Securities EMEA plc | 0.07% | New | 126,200 | $6.3M |
| Poehling Capital Management, INC. | 1.31% | Reduce -0.2% | 122,355 | $6.1M |
| Gabelli Funds LLC | 0.04% | No change | 122,210 | $6.1M |
| American Century Companies Inc. | 0.00% | Reduce -49.3% | 119,259 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 118,144 | $5.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -33.8% | 110,093 | $5.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.8% | 108,174 | $5.4M |
| Citigroup Inc. | 0.00% | Add +10.8% | 106,508 | $5.3M |
| American Assets Investment Management, LLC | 0.30% | No change | 100,000 | $5.0M |
| RBF Capital, LLC | 0.21% | No change | 100,000 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 95,689 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -74.2% | 93,909 | $4.7M |
| SG Americas Securities, LLC | 0.00% | Add +350.6% | 92,614 | $4.6M |
| Ervin Investment Management, LLC | 2.50% | Add +2.1% | 92,178 | $4.6M |
| Jump Financial, LLC | 0.04% | Reduce -77.7% | 90,400 | $4.5M |
| XTX Topco Ltd | 0.06% | Add +9.2% | 89,741 | $4.5M |
| Commerce Bank | 0.02% | Reduce -0.2% | 87,675 | $4.4M |
| CI Investments Inc. | 0.01% | Add +0.3% | 85,927 | $4.3M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -0.8% | 82,460 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -49.4% | 81,700 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 73,215 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -70.6% | 72,820 | $3.6M |
| Amalgamated Bank | 0.02% | Reduce -4.0% | 71,849 | $3.6M |
| KBC Group NV | 0.01% | Reduce -25.3% | 71,212 | $3.6M |
| Bank of Nova Scotia | 0.01% | Reduce -66.2% | 70,203 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +77.3% | 68,577 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.1% | 68,429 | $3.4M |
| Jupiter Topco LLC | 0.00% | — | 67,014 | $3.4M |
| Voya Investment Management LLC | 0.00% | Add +38.6% | 66,881 | $3.3M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -3.3% | 66,635 | $3.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -6.4% | 65,209 | $3.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.5% | 64,568 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 61,741 | $3.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -10.6% | 60,796 | $3.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 60,623 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.4% | 60,596 | $3.0M |
| Inspire Advisors, LLC | 0.21% | New | 59,637 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 59,672 | $3.0M |
| Capital Counsel LLC | 0.11% | Reduce -14.6% | 58,723 | $2.9M |
| HSBC Holdings PLC | 0.00% | Reduce -51.6% | 58,278 | $2.9M |
| Advisory Research Inc. | 0.29% | Reduce -3.1% | 58,168 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.7% | 54,841 | $2.7M |
| Intech Investment Management LLC | 0.02% | Reduce -59.2% | 54,223 | $2.7M |
| Gateway Investment Advisers LLC | 0.03% | Add +407.4% | 54,210 | $2.7M |
| PEAK6 LLC | 0.06% | Add +25.1% | 53,141 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 52,322 | $2.6M |
| First Wilshire Securities Management Inc. | 0.53% | Reduce -1.8% | 51,869 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 50,535 | $2.5M |
| Fifth Third Bancorp | 0.00% | Reduce -6.1% | 49,857 | $2.5M |
| AlphaCore Capital LLC | 0.05% | Add +12.9% | 49,416 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Add +3.4% | 48,703 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -51.3% | 48,207 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | No change | 47,900 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | New | 47,556 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.2% | 47,265 | $2.4M |
| Public Sector Pension Investment Board | 0.01% | Reduce -55.0% | 47,010 | $2.3M |
| Condor Capital Management | 0.17% | Reduce -0.6% | 46,366 | $2.3M |
| Credit Agricole S A | 0.01% | Reduce -57.1% | 45,000 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +601.7% | 44,559 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.5% | 43,216 | $2.2M |
| Polar Asset Management Partners Inc. | 0.05% | New | 42,909 | $2.1M |
| Wedge Capital Management L L P | 0.04% | Reduce -2.0% | 42,761 | $2.1M |
| Caxton Associates LLP | 0.04% | Reduce -0.9% | 42,386 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -0.5% | 42,307 | $2.1M |
| Engineers Gate Manager LP | 0.03% | Reduce -75.2% | 42,286 | $2.1M |
| Arax Advisory Partners | 0.01% | Add +1136.3% | 40,700 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -12.8% | 40,629 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -31.4% | 40,558 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +6.1% | 40,190 | $2.0M |
| Polymer Capital Management (US) LLC | 0.30% | Add +190.4% | 39,943 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 39,739 | $2.0M |
| Safeguard Investment Advisory Group, LLC | 0.46% | No change | 39,437 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.5% | 39,153 | $2.0M |
| Voleon Capital Management LP | 0.04% | Add +176.6% | 38,693 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -4.0% | 38,216 | $1.9M |
| Fox Run Management, L.L.C. | 0.31% | New | 37,099 | $1.9M |
| Wittenberg Investment Management, Inc. | 0.63% | Reduce -0.5% | 36,874 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.7% | 36,788 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.8% | 36,400 | $1.8M |
| Intrepid Capital Management Inc. | 0.76% | No change | 36,012 | $1.8M |
| Vest Financial, LLC | 0.02% | New | 35,624 | $1.8M |
| Prana Capital Management, LP | 0.05% | Reduce -86.2% | 35,608 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +108.3% | 35,494 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.5% | 35,158 | $1.8M |
| Brighton Jones LLC | 0.03% | Add +61.6% | 34,653 | $1.7M |
| New Age Alpha Advisors, LLC | 0.07% | New | 34,458 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | New | 34,264 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.3% | 33,791 | $1.7M |
| US Bancorp \de | 0.00% | Add +31.5% | 33,756 | $1.7M |
| New Mexico Educational Retirement Board | 0.04% | No change | 33,119 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +20.9% | 32,988 | $1.6M |
| Rothschild Investment LLC | 0.06% | Add +184.0% | 32,666 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +117.6% | 29,275 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +417.1% | 31,914 | $1.6M |
| Alessandra Capital Management, LLC | 1.13% | Reduce -16.6% | 31,815 | $1.6M |
| Intrinsic Value Partners, LLC | 1.09% | No change | 31,781 | $1.6M |
| Havemeyer Place LP | 0.15% | Reduce -27.9% | 31,190 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -9.3% | 30,236 | $1.5M |
| Mizuho Markets Americas LLC | 0.03% | New | 29,900 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +41.4% | 28,413 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +35.0% | 29,479 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | Reduce -67.4% | 28,889 | $1.4M |
| Endure Capital Management, LLC | 0.94% | No change | 28,828 | $1.4M |
| Dark Forest Capital Management LP | 0.09% | New | 28,319 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -63.9% | 28,208 | $1.4M |
| Wellington Shields Capital Management, LLC | 0.18% | Reduce -3.5% | 27,900 | $1.4M |
| Mattson Financial Services, LLC | 0.29% | Add +2.2% | 24,758 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -69.5% | 27,238 | $1.4M |
| Moors & Cabot, Inc. | 0.05% | Reduce -26.0% | 27,050 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 25,315 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.0% | 26,583 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -67.6% | 26,263 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -18.4% | 26,000 | $1.3M |
| Ossiam | 0.02% | Add +69.4% | 25,853 | $1.3M |
| Round Hill Asset Management | 0.81% | Reduce -0.4% | 25,808 | $1.3M |
| Rose Capital Advisors LLC | 0.69% | — | 25,657 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 25,058 | $1.3M |
| Prescott Group Capital Management, L.L.C. | 0.11% | No change | 25,000 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -14.4% | 24,864 | $1.2M |
| Blair William & Co. | 0.00% | Add +33.8% | 24,489 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +24.3% | 24,237 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.7% | 24,037 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.8% | 23,976 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.0% | 23,877 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | New | 23,530 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.1% | 22,324 | $1.1M |
| Lanark Financial, Inc. | 0.07% | Add +0.0% | 21,922 | $1.1M |
| Inspire Investing, LLC | 0.04% | New | 21,712 | $1.1M |
| Summit Financial, LLC | 0.01% | Reduce -0.0% | 21,511 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +17.5% | 21,356 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +5.3% | 21,353 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +78.1% | 20,962 | $1.0M |
| Bridgefront Capital, LLC | 0.28% | Add +210.2% | 20,896 | $1.0M |
| Gotham Asset Management | 0.00% | Reduce -2.3% | 20,891 | $1.0M |
| Friedenthal Financial | 0.48% | New | 20,859 | $1.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 20,832 | $1.0M |
| Caption Management, LLC | 0.04% | New | 20,507 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.5% | 20,425 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +209.2% | 20,238 | $1.0M |
| Xponance LLC | 0.01% | Reduce -16.1% | 20,215 | $1.0M |
| Bank of Montreal | 0.00% | Add +0.4% | 20,077 | $1.0M |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 19,915 | $995K |
| Vise Technologies, Inc. | 0.01% | Add +227.0% | 19,892 | $994K |
| Bull Harbor Capital LLC | 0.19% | Add +30.7% | 19,489 | $974K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.1% | 19,453 | $972K |
| Capitolis Liquid Global Markets LLC | 0.00% | Reduce -62.5% | 19,400 | $970K |
| MAI Capital Management | 0.00% | Add +165.8% | 19,377 | $968K |
| Marshall Wace, LLP | 0.00% | Reduce -96.6% | 19,196 | $959K |
| Citadel Investment Advisory, Inc. | 0.43% | Add +3.3% | 19,080 | $954K |
| Mirabella Financial Services LLP | 0.09% | New | 17,790 | $889K |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.4% | 17,784 | $889K |
| Natixis Advisors, LLC | 0.00% | Add +30.2% | 17,672 | $883K |
| EntryPoint Capital, LLC | 0.21% | Reduce -51.2% | 17,290 | $864K |
| M&T Bank Corp | 0.00% | Add +101.2% | 17,257 | $863K |
| Lecap Asset Management Ltd. | 0.36% | New | 17,025 | $851K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -71.4% | 17,000 | $850K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.1% | 16,800 | $840K |
| WINTON GROUP Ltd | 0.03% | Reduce -37.2% | 16,770 | $838K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +202.9% | 16,531 | $826K |
| Krilogy Financial LLC | 0.02% | New | 16,016 | $800K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.8% | 16,025 | $800K |
| Teacher Retirement System of Texas | 0.00% | Add +88.5% | 15,664 | $783K |
| Waddell & Associates, LLC | 0.04% | Add +115.2% | 15,558 | $778K |
| Jefferies Financial Group Inc. | 0.01% | No change | 15,333 | $766K |
| Lido Advisors, LLC | 0.00% | Add +98.3% | 15,185 | $759K |
| Allstate Corp. | 0.01% | Reduce -4.7% | 15,154 | $757K |
| Harbor Advisors LLC | 0.09% | No change | 15,000 | $750K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.7% | 14,988 | $749K |
| Envestnet Asset Management Inc. | 0.00% | Add +33.4% | 14,876 | $744K |
| Laurion Capital Management LP | 0.06% | Add +3.9% | 14,738 | $737K |
| Vinva Investment Management Ltd | 0.00% | Reduce -48.5% | 10,295 | $730K |
| Catalyst Financial Partners LLC | 0.07% | Add +0.1% | 14,423 | $721K |
| Quadrant Capital Group LLC | 0.02% | Add +0.5% | 14,401 | $720K |
| Centennial Bank | 0.23% | Reduce -1.0% | 14,389 | $719K |
| Counterpoint Mutual Funds LLC | 0.07% | Reduce -34.3% | 14,282 | $714K |
| Ancora Advisors LLC | 0.01% | Reduce -4.8% | 13,425 | $671K |
| Davis Investment Partners, LLC | 0.20% | New | 13,341 | $667K |
| National Bank of Canada | 0.00% | Add +1.8% | 13,338 | $667K |
| Waverly Advisors, LLC | 0.00% | Add +24.4% | 13,322 | $666K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.0% | 12,061 | $662K |
| &partners | 0.00% | Add +31.3% | 13,440 | $660K |
| Pallas Capital Advisors LLC | 0.02% | New | 13,020 | $651K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,896 | $645K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.7% | 12,636 | $632K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -75.7% | 12,185 | $609K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -6.9% | 12,106 | $605K |
| Evercore Wealth Management, LLC | 0.01% | No change | 11,963 | $598K |
| Ofi Invest Asset Management | 0.01% | Reduce -18.6% | 13,666 | $597K |
| Fisher Asset Management | 0.00% | Reduce -20.4% | 11,793 | $589K |
| Aster Capital Management (DIFC) Ltd | 0.12% | New | 11,716 | $586K |
| Allworth Financial LP | 0.00% | Add +84.7% | 11,649 | $582K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -81.9% | 11,604 | $580K |
| Evelyn Partners Group Ltd | 0.01% | — | 11,543 | $577K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.4% | 11,373 | $568K |
| Delta Investment Management, LLC | 0.09% | Add +82.2% | 11,264 | $563K |
| Connable Office Inc. | 0.05% | No change | 11,200 | $560K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 11,139 | $557K |
| Vontobel Holding Ltd. | 0.00% | Reduce -35.2% | 10,777 | $539K |
| Baker Avenue Asset Management, LP | 0.01% | Add +38.8% | 10,633 | $531K |
| Sylvest Advisors, LLC | 0.24% | Add +2.2% | 10,586 | $529K |
| Pitcairn Wealth Advisors LLC | 0.06% | No change | 10,499 | $525K |
| Citizens Financial Group Inc. | 0.01% | New | 10,369 | $518K |
| Diversified Trust Co. | 0.01% | Reduce -57.8% | 10,305 | $515K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 10,060 | $503K |
| Miller Howard Investments Inc. | 0.01% | Reduce -15.5% | 10,005 | $500K |
| LYNX Capital Group Ltd. | 0.20% | No change | 10,000 | $500K |
| Parsons Capital Management Inc. | 0.02% | No change | 10,000 | $500K |
| Transcend Capital Advisors, LLC | 0.03% | Add +85.0% | 9,909 | $495K |
| Kwmg, LLC | 0.04% | Reduce -2.7% | 9,906 | $495K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -1.7% | 9,879 | $494K |
| Parallel Advisors, LLC | 0.01% | Reduce -41.7% | 9,639 | $482K |
| Brown Financial Advisors | 0.17% | Reduce -1.1% | 9,621 | $481K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.0% | 9,466 | $473K |
| UMB Bank, n.a. | 0.01% | Add +9.8% | 9,181 | $459K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,004 | $450K |
| Equitable Trust Co. | 0.02% | Reduce -38.8% | 9,000 | $450K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.0% | 8,900 | $445K |
| William Blair Investment Management, LLC | 0.00% | Add +0.4% | 8,873 | $443K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -72.7% | 8,841 | $442K |
| Yelin Lapidot Holdings Management Ltd. | 0.08% | No change | 8,652 | $432K |
| Bayesian Capital Management, LP | 0.27% | New | 8,600 | $430K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.0% | 8,579 | $429K |
| Mission Wealth Management, LP | 0.01% | New | 8,334 | $417K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.6% | 8,304 | $412K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 8,219 | $411K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,158 | $408K |
| Utah Retirement Systems | 0.00% | No change | 8,093 | $404K |
| Arnhold LLC | 0.03% | No change | 8,000 | $400K |
| Carmel Capital Partners, LLC | 0.13% | Reduce -0.1% | 7,939 | $397K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -39.5% | 7,594 | $390K |
| Sanctuary Advisors, LLC | 0.00% | New | 7,706 | $385K |
| Alteri Wealth LLC | 0.10% | Add +0.0% | 7,579 | $379K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.5% | 7,579 | $379K |
| Frec Markets, Inc. | 0.03% | Add +0.7% | 7,570 | $378K |
| Crewe Advisors LLC | 0.03% | No change | 7,546 | $377K |
| Boston Trust Walden Corp | 0.00% | No change | 7,500 | $375K |
| DNB Asset Management AS | 0.00% | No change | 7,419 | $371K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -16.5% | 7,412 | $370K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -17.5% | 7,383 | $369K |
| West Family Investments, Inc. | 0.11% | New | 7,367 | $368K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 7,280 | $364K |
| Carnegie Investment Counsel | 0.01% | Reduce -5.8% | 7,256 | $363K |
| Virtu Financial LLC | 0.01% | New | 7,201 | $360K |
| Stokes Family Office, LLC | 0.04% | Reduce -0.2% | 7,155 | $358K |
| Perpetual Ltd | 0.01% | Reduce -98.9% | 7,049 | $352K |
| Caerus Investment Advisors, LLC | 0.12% | Add +18.6% | 7,006 | $350K |
| Cooper Financial Group | 0.03% | Add +0.8% | 6,991 | $349K |
| Hantz Financial Services, Inc. | 0.00% | Add +91.0% | 6,968 | $348K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -8.6% | 6,872 | $343K |
| Parcion Private Wealth LLC | 0.02% | New | 6,704 | $335K |
| Rothschild Wealth LLC | 0.03% | Reduce -13.6% | 6,682 | $334K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 6,654 | $333K |
| AlphaGrep UK Ltd | 0.10% | Reduce -44.3% | 6,632 | $331K |
| Sivia Capital Partners, LLC | 0.04% | New | 6,628 | $331K |
| Levin Capital Strategies, L.P. | 0.02% | New | 6,500 | $325K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +44.8% | 6,460 | $323K |
| ProShare Advisors LLC | 0.00% | Reduce -2.7% | 6,452 | $322K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,864 | $319K |
| Greenleaf Trust | 0.00% | Add +5.3% | 6,347 | $317K |
| Bfsg, LLC | 0.03% | Reduce -3.1% | 6,325 | $316K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.9% | 6,322 | $316K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,316 | $316K |
| Panagora Asset Management Inc. | 0.00% | Add +19.4% | 6,157 | $308K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -67.8% | 6,112 | $305K |
| Magnetar Financial LLC | 0.00% | Reduce -76.3% | 6,085 | $304K |
| First National Bank of Omaha | 0.01% | No change | 6,200 | $302K |
| Evergreen Capital Management LLC | 0.01% | New | 6,041 | $302K |
| Searle & Co. | 0.07% | No change | 6,000 | $300K |
| First National Bank of Hutchinson | 0.16% | No change | 5,911 | $295K |
| Savant Capital, LLC | 0.00% | New | 5,836 | $295K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.6% | 5,853 | $293K |
| PFG Investments, LLC | 0.01% | Reduce -2.2% | 5,838 | $292K |
| Whitener Capital Management, Inc. | 0.06% | Reduce -2.9% | 5,645 | $282K |
| Ethic Inc. | 0.00% | Reduce -6.8% | 5,606 | $280K |
| MKT Advisors LLC | 0.09% | No change | 5,275 | $279K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -9.0% | 5,863 | $277K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.5% | 5,478 | $274K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -19.0% | 5,455 | $273K |
| Shelton Capital Management | 0.01% | No change | 5,447 | $272K |
| Ritholtz Wealth Management | 0.00% | New | 5,444 | $272K |
| Apollon Wealth Management, LLC | 0.00% | New | 5,434 | $272K |
| M.E. Allison & Co., Inc. | 0.16% | No change | 5,400 | $270K |
| Vident Advisory, LLC | 0.00% | Reduce -17.3% | 5,400 | $270K |
| VestGen Advisors, LLC | 0.01% | Add +6.7% | 5,361 | $268K |
| Carret Asset Management, LLC | 0.02% | Add +2.3% | 5,340 | $267K |
| Americana Partners, LLC | 0.01% | New | 5,309 | $265K |
| Advisory Services Network, LLC | 0.00% | Reduce -25.0% | 5,294 | $265K |
| Compound Planning, Inc. | 0.01% | Add +7.6% | 5,252 | $262K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.5% | 5,237 | $262K |
| Riversedge Advisors, LLC | 0.03% | New | 5,141 | $257K |
| Facet Wealth, Inc. | 0.00% | New | 5,113 | $256K |
| Curi Capital, LLC | 0.00% | New | 5,108 | $255K |
| Bison Wealth, LLC | 0.02% | Add +13.7% | 4,622 | $253K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -89.5% | 5,003 | $250K |
| Graham Capital Management, L.P. | 0.01% | New | 4,989 | $249K |
| Creative Financial Designs Inc. | 0.01% | Add +27.3% | 4,984 | $249K |
| Family Wealth Partners, LLC | 0.07% | New | 4,888 | $244K |
| QTR Family Wealth, LLC | 0.08% | New | 4,854 | $243K |
| MBM Wealth Consultants, LLC | 0.05% | Reduce -85.0% | 4,851 | $242K |
| Truist Financial Corp. | 0.00% | Reduce -17.8% | 4,786 | $239K |
| Checchi Capital Advisers, LLC | 0.02% | New | 4,785 | $239K |
| Pure Financial Advisors, LLC | 0.00% | New | 4,674 | $234K |
| Tidal Investments LLC | 0.00% | Reduce -55.4% | 4,654 | $233K |
| Copley Financial Group, Inc. | 0.14% | Reduce -36.6% | 4,650 | $232K |
| IFP Advisors, Inc | 0.00% | Add +25.2% | 4,646 | $232K |
| Kera Capital Partners, Inc. | 0.02% | Reduce -24.0% | 4,616 | $231K |
| Sage Capital Management, LLC | 0.09% | New | 4,571 | $229K |
| Essential Partners LLC | 0.11% | Add +210.2% | 4,569 | $228K |
| Sterling Capital Management LLC | 0.00% | Add +9.9% | 4,561 | $228K |
| Colter Lewis Investment Partners LLC | 0.10% | New | 4,556 | $228K |
| North Dakota State Investment Board | 0.01% | New | 4,553 | $228K |
| Essex Financial Services, Inc. | 0.01% | Reduce -7.3% | 4,502 | $225K |
| Inscription Capital, LLC | 0.02% | New | 4,483 | $224K |
| Trivium Point Advisory, LLC | 0.02% | New | 4,480 | $224K |
| Steinberganna Wealth Management | 0.09% | New | 4,475 | $224K |
| Proficio Capital Partners LLC | 0.01% | New | 4,453 | $223K |
| Quent Capital, LLC | 0.01% | Add +13.6% | 4,361 | $218K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,341 | $217K |
| DV Trading LLC | 0.02% | New | 4,304 | $215K |
| Praxis Investment Management Inc. | 0.01% | New | 4,311 | $215K |
| MML Investors Services, LLC | 0.00% | Reduce -55.9% | 4,282 | $214K |
| Sanders Morris Harris LLC | 0.12% | New | 4,200 | $210K |
| Capstone Wealth Management, LLC | 0.10% | New | 4,182 | $209K |
| Wedmont Private Capital | 0.01% | New | 3,942 | $205K |
| Mainsail Asset Management, LLC | 0.08% | New | 3,742 | $205K |
| Soltis Investment Advisors LLC | 0.01% | New | 4,016 | $201K |
| Monetary Management Group Inc. | 0.04% | New | 3,500 | $175K |
| Jones Financial Companies LLLP | 0.00% | Add +150.7% | 3,484 | $171K |
| Signaturefd, LLC | 0.00% | Reduce -16.5% | 3,201 | $160K |
| STRS Ohio | 0.00% | Reduce -12.7% | 3,196 | $160K |
| Blue Trust, Inc. | 0.00% | Reduce -1.0% | 3,069 | $153K |
| NFSG Corp | 0.02% | No change | 2,900 | $145K |
| Walleye Trading LLC | 0.00% | New | 2,869 | $143K |
| Storebrand Asset Management As | 0.00% | No change | 2,813 | $141K |
| Leonteq Securities AG | 0.01% | Reduce -66.8% | 2,699 | $135K |
| Towne Trust Company, N.A | 0.04% | No change | 2,592 | $130K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -17.2% | 2,391 | $120K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 2,287 | $114K |
| True Wealth Design, LLC | 0.03% | Add +61.5% | 2,158 | $108K |
| Larson Financial Group LLC | 0.00% | Add +19.8% | 2,144 | $107K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,119 | $106K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 2,051 | $103K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,040 | $102K |
| Twin Tree Management, LP | 0.01% | New | 1,744 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,633 | $82K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -92.0% | 1,559 | $78K |
| Bessemer Group Inc. | 0.00% | Add +45.3% | 1,498 | $75K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,488 | $74K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,431 | $73K |
| Fiduciary Financial Advisors | 0.01% | New | 1,471 | $73K |
| Colonial Trust Co / SC | 0.01% | No change | 1,388 | $69K |
| HM Payson & Co. | 0.00% | Reduce -13.3% | 1,300 | $65K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -49.4% | 1,300 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 1,277 | $64K |
| Albion Financial Group | 0.00% | No change | 1,260 | $63K |
| Walleye Capital LLC | 0.00% | Reduce -99.0% | 1,219 | $61K |
| Covestor Ltd | 0.03% | Add +179.9% | 1,167 | $58K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 932 | $47K |
| Versant Capital Management, Inc | 0.00% | Add +300.0% | 928 | $46K |
| GAMMA Investing LLC | 0.00% | Add +9.9% | 918 | $46K |
| Assetmark, Inc. | 0.00% | Add +142.7% | 915 | $46K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +10.3% | 878 | $44K |
| SJS Investment Consulting Inc. | 0.00% | Add +82.5% | 865 | $43K |
| Purpose Unlimited Inc. | 0.00% | No change | 850 | $42K |
| Smartleaf Asset Management LLC | 0.00% | No change | 849 | $41K |
| Trust Co. of Vermont | 0.00% | — | 785 | $39K |
| High Note Wealth, LLC | 0.01% | No change | 770 | $38K |
| Global Retirement Partners, LLC | 0.00% | — | 727 | $36K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 683 | $34K |
| Los Angeles Capital Management LLC | 0.00% | No change | 682 | $34K |
| Eastern Bank | 0.00% | No change | 679 | $34K |
| Altshuler Shaham Ltd | 0.00% | New | 552 | $28K |
| Chilton Capital Management LLC | 0.00% | No change | 550 | $27K |
| CX Institutional | 0.00% | Add +77.6% | 547 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.1% | 464 | $23K |
| Smithfield Trust Co | 0.00% | No change | 439 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 433 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 421 | $21K |
| Huntington National Bank | 0.00% | Add +2.0% | 406 | $20K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +6650.0% | 405 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 395 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +7700.0% | 390 | $19K |
| Horizon Financial Services, LLC | 0.01% | New | 385 | $19K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 365 | $18K |
| CVA Family Office, LLC | 0.00% | Add +322.6% | 355 | $18K |
| Peregrine Capital Management LLC | 0.00% | No change | 340 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -71.2% | 332 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 328 | $16K |
| LRI Investments, LLC | 0.00% | Add +5.2% | 323 | $16K |
| First Horizon Corp. | 0.00% | No change | 288 | $14K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -29.2% | 264 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.2% | 257 | $13K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 252 | $13K |
| Essential Investment Partners LLC | 0.01% | No change | 250 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 240 | $12K |
| Whittier Trust Co. | 0.00% | No change | 201 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +38.7% | 208 | $10K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.0% | 208 | $10K |
| Tsfg, LLC | 0.00% | No change | 205 | $10K |
| Danske Bank A/S | 0.00% | No change | 200 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 240 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 188 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +6.9% | 185 | $9K |
| JPL Wealth Management, LLC | 0.00% | Add +8.0% | 176 | $9K |
| Rossby Financial, LCC | 0.00% | Add +0.7% | 151 | $8K |
| Vanguard National Trust Co | 0.00% | New | 149 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -14.5% | 147 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 146 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.5% | 140 | $7K |
| Country Trust Bank | 0.00% | No change | 132 | $7K |
| Activest Wealth Management | 0.00% | Reduce -4.0% | 121 | $6K |
| Compass Financial Management LLC | 0.00% | — | 100 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 105 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 103 | $5K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -99.2% | 97 | $5K |
| Private Trust Co. NA | 0.00% | No change | 92 | $5K |
| Buck Wealth Strategies, LLC | 0.00% | New | 89 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +680.0% | 78 | $4K |
| Manchester Capital Management LLC | 0.00% | Reduce -11.4% | 70 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 68 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 58 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 62 | $3K |
| WealthCollab, LLC | 0.00% | No change | 57 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 57 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $3K |
| Mather Group, Llc. | 0.00% | No change | 55 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +269.2% | 48 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -28.6% | 45 | $2K |
| Sachetta, LLC | 0.00% | Add +19.4% | 43 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +7.9% | 41 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +875.0% | 39 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 39 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +153.3% | 38 | $2K |
| Quarry LP | 0.00% | Reduce -98.9% | 37 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 37 | $2K |
| Signature Equity Partners, LLC | 0.00% | Reduce -2.7% | 36 | $2K |
| Planning Strategies Inc. | 0.00% | — | 35 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -8.6% | 32 | $2K |
| Mosley Wealth Management | 0.00% | Add +6.7% | 32 | $2K |
| SouthState Bank Corp | 0.00% | Add +11.1% | 30 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +440.0% | 27 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Add +27.8% | 23 | $1K |
| SHP Wealth Management | 0.00% | No change | 22 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 20 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 20 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -74.4% | 20 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $1K |
| Torren Management, LLC | 0.00% | No change | 19 | $949 |
| DecisionPoint Financial, LLC | 0.00% | Add +50.0% | 18 | $924 |
| Bell Investment Advisors, Inc | 0.00% | No change | 18 | $900 |
| Bare Financial Services, Inc | 0.00% | No change | 15 | $750 |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +7.7% | 14 | $676 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 13 | $650 |
| Financial Consulate, Inc. | 0.00% | No change | 13 | $650 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +44.4% | 13 | $649 |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $600 |
| Zions Bancorporation, National Association | 0.00% | No change | 11 | $550 |
| Kilter Group LLC | 0.00% | No change | 10 | $500 |
| Bogart Wealth, LLC | 0.00% | New | 10 | $500 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 9 | $450 |
| AdvisorNet Financial, Inc | 0.00% | Add +166.7% | 8 | $400 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $400 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $250 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 5 | $250 |
| Hughes Financial Services, LLC | 0.00% | Add +25.0% | 5 | $250 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $200 |
| ROSS\JOHNSON & Associates LLC | 0.00% | Add +50.0% | 3 | $150 |
| Alerus Financial NA | 0.00% | No change | 3 | $150 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 3 | $150 |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 2 | $100 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $100 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $100 |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 2 | $100 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.3% | 1 | $50 |
| Avion Wealth | 0.00% | New | 12 | $0 |
| Navigoe, LLC | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.